PM 101 : Project Creation | Building a Strong Foundation for Success

Setting up a project the right way is the key to smooth workflow. We’ll walk you through the essential steps to get started.

Join us for the first webinar in our Project Manager Series, designed to help you get the most out of Total Synergy.

Date: Thursday 16 April 2026
Time: 11:00am AEST
Duration: 45 minutes with live online Q&A

What You Will Learn In The Webinar

How to set up your work breakdown structure
Differences between Planning and Delivery modes
How to create a budget —and why it’s crucial for project success
How to build a project schedule that keeps everything on track
Understand Planning Mode vs. Delivery Mode
A first look at reporting through the Project Financials screen, plus a brief intro to Synergy’s main reporting engine.
Updating Resource Planning and best practice
What changes in planning vs delivery mode
Creating a project template from an existing project, removing unnecessary elements
Updating project templates to ensure they evolve with your business
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